Caroline
Mason
Cascade Financial Partners, LLC
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About this Advisor
Caroline Mason is a financial advisor based in San Diego, California, working with Cascade Financial Partners, LLC. Caroline has previously held positions at Cascade Financial Partners, Main Street Swim School, Guide My Finances, Full Time Student, Captrust, Bair Financial Planning, San Diego State University, Starbucks, and City Of Roseville Parks And Recreation. Caroline has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Caroline is part of Cascade Financial Partners, LLC, which operates out of San Diego, California. The firm has 8 employees and manages assets totaling $1.2 billion. Cascade Financial Partners, LLC serves high-net-worth clients and offers services such as portfolio management for individuals and small businesses, as well as the selection of other advisers. The fee structure at Cascade Financial Partners, LLC is asset-based.
Certifications and Registrations
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Fee Structure
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Cascade Financial Partners, LLC Brokerage Details
$1,160,595,429
8
1,069
$1,085,683
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Caroline Mason Work History
Cascade Financial Partners
Main Street Swim School
Guide My Finances
Full Time Student
Captrust
Bair Financial Planning
San Diego State University
Starbucks
Full Time Student
City Of Roseville Parks And Recreation
Full Time Student
Disclosures
Please visit the SEC profile of Caroline Mason to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cascade Financial Partners, LLC
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
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